Product Overview of Ravetree
Ravetree is a comprehensive and all-in-one work management software designed to empower project-driven teams to deliver work more efficiently, stay informed, and reduce the time spent on administrative tasks.
What Ravetree Does
Ravetree is tailored for organizations that need to manage multiple aspects of their projects, from initial estimates to final invoicing. It integrates project management, resource planning, budget tracking, and client management into a single, user-friendly platform. This solution is suitable for both traditional and Agile project methodologies, making it versatile for various team needs.
Key Features and Functionality
Project Management
- Task Management: Create custom task phases, repeating tasks, and receive notifications when tasks are due. Break down tasks into discrete action items and easily convert them into tasks.
- Gantt Charts: Visualize dependencies and the entire project using easy-to-use Gantt charts.
- Kanban Boards and Sprint Management: Organize users into groups that can create custom workflows, Kanban boards, and utilize sprint management capabilities. Includes epics, user stories, and sprint planning.
Resource and Budget Management
- Resource Planning: Manage resources effectively by forecasting project budgets from anticipated resource needs and time to completion. Track aggregated budgets, time logs, and task metrics when grouping projects together.
- Budget Tracking: Utilize powerful budget tracking capabilities to see profitability, estimated vs actual costs, and more. This feature helps in getting rid of spreadsheets and streamlining financial tracking.
Client Management
- Client Portal: Give clients the ability to see the status of their projects, review files, and submit requests. This enhances transparency and client satisfaction.
- Integrated CRM: Manage client information in Accounts or Contacts, view all projects and work items associated with each client, and track files shared and invoices generated.
Collaboration and Communication
- File Sharing and Document Management: Enhance digital asset management by uploading files from various sources like Drive, Dropbox, Evernote, and more. View all uploaded files in the Ravetree gallery.
- Notifications and Alerts: Receive notifications for due tasks and use comment feeds for effective communication among team members.
Time and Expense Tracking
- Time Tracking: Track time spent on tasks and projects, which is crucial for accurate billing and resource allocation.
- Expense Tracking: Manage expenses with detailed reporting to ensure financial transparency and accuracy.
Workflow Automation and Customization
- Custom Approval Workflows: Create customizable request forms and approval workflows for files and new work requests. This ensures that all work is approved before being created.
- Custom Fields and Reporting: Use custom fields to tailor the software to your specific needs and generate detailed reports for better decision-making.
Calendar and Integration
- Calendar Integration: The full-featured calendar includes powerful filters and a two-way sync with Google Calendar and Outlook, allowing you to see projects, milestones, sprints, and more.
- API Integration: Integrate Ravetree with other tools using its API capabilities to enhance functionality and automation.
Support and Onboarding
- Customer Support: Ravetree offers a customer-first approach with world-class support, including live video conference support, in-app live chat, and custom tailored onboarding sessions for free.
In summary, Ravetree is a robust and feature-rich platform that streamlines project management, resource allocation, budget tracking, and client management, making it an ideal solution for project-driven organizations seeking to enhance efficiency and productivity.